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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,591 | $158,852-90.8% | $121,220-88.0% | $135,380-89.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -19.25% | -0.64%-18.6pp | 16.94%-36.2pp | 519.81%-539.1pp |
| Employer contribution / active EE | $4,447 | $5,666-21.5% | $4,023+10.6% | $4,779-6.9% |
| Participant deferral / active EE | $6,506 | $4,006+62.4% | $3,345+94.5% | $5,609+16.0% |
| Admin fee / account holder | $287 | $6,515-95.6% | $5,021-94.3% | $10,828-97.4% |